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Vanguard S&p 500 Etf idx shares owned by Worth Asset Management

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Worth Asset Management from 13F filings

Historical chart of Worth Asset Management investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Worth Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Worth Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $567k 1.2k 480.70
2023-09-30 $885k 2.3k 392.70

More positions owned by Worth Asset Management

Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Growth Etf Etf (VUG)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Neos Enhanced Income Ca Alt Etf Etf (CSHI)
Nvidia Corporation Stock (NVDA)
Vanguard Total Bond Market Etf Etf (BND)
Apple Stock (AAPL)
Broadcom Stock (AVGO)
Meta Platforms Inc Cl A Stock (META)
General Mtrs Stock (GM)
American Express Stock (AXP)
Caterpillar Stock (CAT)
Lam Research Corp Stock (LRCX)

View all positions for Worth Asset Management

Top funds holding Vanguard S&p 500 Etf idx

Raymond James & Associates
Vanguard Group
Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
HPM Partners
Wells Fargo & Company
Bank of New York Mellon
Global Assets Advisory
Mercer Global Advisors
Assetmark
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
National Mutual Insurance Federation of Agricultural Cooperatives

View all funds holding Vanguard S&p 500 Etf idx